Added to YB: 2026-10-09
Pitch date: 2026-10-06
ROP [bullish]
Roper Technologies, Inc.
+5.03%
current return
Author Info
No bio for this author
Company Info
Roper Technologies, Inc. designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.
Market Cap
$36.3B
Pitch Price
$364.14
Price Target
625.00 (+63%)
Dividend
0.99%
EV/EBITDA
14.34
P/E
15.45
EV/Sales
5.71
Sector
Software
Category
value
Roper Technologies ($ROP): What exactly broke?
ROP: Roper’s 30% drawdown has made its own shares competitive with private-company acquisitions: at $363, it trades near 14x trailing free cash flow, above a 7% yield, after repurchasing 8%+ of shares for $3.2B. Q2 revenue rose 9%, adjusted free cash flow 11% and free cash flow per share 19%; an illustrative base case reaches ~$625 by 2029, but weaker acquisition returns, 3.4x leverage and sustained low organic growth could undermine the model.
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